NVDA - The Rapidly Evolving World Of AI PCs

2024-07-18 09:05:00 ET

Summary

• While it’s only been two months since they were first announced and just a month since they’ve shipped, Copilot+ PCs are already starting to have a noticeable impact on the PC market.
• There’s a sense that these new Arm architecture-based machines are creating a new point of reference against which other PCs are starting to be compared.
• That’s a huge win for both Qualcomm and Microsoft, as it shows that their long, hard-fought efforts in trying to redefine the Windows PC experience have already started to pay off.

Even though it’s only been two months since they were first announced and just a month since they’ve shipped, Copilot+ PCs are starting to have a noticeable impact on the PC market. Major PC OEMs like Dell ( DELL ), HP ( HPQ ), Lenovo ( LNVGY ) and Microsoft’s ( MSFT ) Surface group have already shipped slick new NPU-accelerated, AI-powered PCs, and other vendors such as Samsung ( SSNLF ), Acer ( ACEYY ) and Asus ( ASUUY ) have jumped in with impressive new devices of their own....

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